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RIA / WealthAdvisor19 years in industry

Vera Jalilla Feldbusch

Advisor at MTC WEALTH MANAGEMENT

TAMPA, FL | Venice, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Mar 26, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MTC WEALTH MANAGEMENT
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 23, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 10
Exams: S66
First exam: Mar 23, 2007
First registration: Mar 26, 2007
Dual registered: no
Other names: Vera Feldbusch
IAPD individual key: 5257078

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MTC WEALTH MANAGEMENT	Asset manager	Feb 19, 2025	n/a	yes	TAMPA, FL\|Venice, CA	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 20, 2023	Dec 8, 2023	no	Saint Paul, MN\|Los Angeles, CA\|SAINT PAUL, MN	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Apr 28, 2015	Dec 8, 2023	no	LOS ANGELES, CA\|Los Angeles, CA\|Glendale, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|Palm Desert, CA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jan 22, 2014	Apr 7, 2015	no	STOCKTON, CA\|STOCKTON, CA\|CHATSWORTH, CA\|PASADENA, CA\|BURBANK, CA\|BURBANK, CA\|SIERRA MADRE, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|HUGHSON, CA\|PATTERSON, CA\|CERES, CA\|TURLOCK, CA\|GLENDALE, CA\|CHICO, CA\|COMPTON, CA\|RANCHO CUCAMONGA, CA\|GRASS VALLEY, CA\|CHINO, CA\|BALDWIN PARK, CA\|COVINA, CA\|GRIDLEY, CA\|OROVILLE, CA\|ENCINO, CA\|LAS VEGAS, NV\|ANAHEIM, CA\|HENDERSON, NV\|Indian Wells, CA	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jul 10, 2013	Jan 10, 2014	no	HUNTINGTON BEACH, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 29, 2012	Jun 25, 2013	no	IRVINE, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Aug 28, 2012	no	SEAL BEACH, CA\|MANHATTAN BEACH, CA\|MANHATTAN BEACH, CA\|EL SEGUNDO, CA\|MANHATTAN BEACH, CA\|HUNTINGTON BEACH, CA\|FOUNTAIN VALLEY, CA\|HUNTINGTON BEACH, CA\|REDONDO BEACH, CA\|SEAL BEACH, CA\|HUNTINGTON BEACH, CA\|PALOS VERDES, CA\|ROLLING HILLS, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|MANHATTAN BEACH, CA\|MANHATTAN BEACH, CA\|LOS ANGELES, CA\|HAWTHORNE, CA\|GARDENA, CA\|GARDENA, CA\|EL SEGUNDO, CA\|HAWTHORNE, CA\|EL SEGUNDO, CA\|TORRANCE, CA\|MANHATTAN BEACH, CA\|CERRITOS, CA\|CERRITOS, CA\|DOWNEY, CA\|NORWALK, CA\|BELLFLOWER, CA\|DOWNEY, CA\|PARAMOUNT, CA\|BELLFLOWER, CA\|SAN PEDRO, CA\|LONG BEACH, CA\|TORRANCE, CA\|SAN PEDRO, CA\|LONG BEACH, CA\|TORRANCE, CA\|ROLLING HILLS, CA\|TORRANCE, CA\|LAKEWOOD, CA\|BUENA PARK, CA\|SEAL BEACH, CA\|BUENA PARK, CA\|TORRANCE, CA\|PALOS VERDES, CA\|LONG BEACH, CA\|CARSON, CA\|LONG BEACH, CA\|SAN PEDRO, CA\|CARSON, CA\|TORRANCE, CA\|TORRANCE, CA\|LAKEWOOD, CA\|REDONDO BEACH, CA\|MANHATTAN BEACH, CA\|MANHATTAN BEACH, CA\|LOS ANGELES, CA\|WILMINGTON, CA\|TORRANCE, CA\|EL SEGUNDO, CA\|BEVERLY HILLS, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|NEWPORT BEACH, CA\|COSTA MESA, CA\|BEVERLY HILLS, CA\|LOS ANGELES, CA\|IRVINE, CA\|FOUNTAIN VALLEY, CA\|LOS ANGELES, CA\|NEWPORT BEACH, CA\|EL SEGUNDO, CA\|EL SEGUNDO, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|HAWTHORNE, CA\|HAWTHORNE, CA\|INGLEWOOD, CA\|GARDENA, CA\|GARDENA, CA\|TORRANCE, CA\|HUNTINGTON BEACH, CA\|MANHATTAN BEACH, CA	Previous registration
WAMU INVESTMENTS, INC.	n/a	Jan 30, 2008	May 2, 2009	no	ROLLING HILLS, CA\|PALOS VERDES, CA\|REDONDO BEACH, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 26, 2007	Dec 19, 2007	no	Newport Beach, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	MTC WEALTH MANAGEMENT	Dec 8, 2023	Feb 19, 2025	439	Firm change after gap	Other
U.S. BANCORP ADVISORS, LLC	U.S. BANCORP INVESTMENTS, INC.	Dec 8, 2023	Jul 20, 2023	-141	Firm change after gap	Ibd to ibd
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	U.S. BANCORP ADVISORS, LLC	Apr 7, 2015	Apr 28, 2015	21	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jan 10, 2014	Jan 22, 2014	12	Firm change	Other
LPL FINANCIAL LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Jun 25, 2013	Jul 10, 2013	15	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	LPL FINANCIAL LLC	Aug 28, 2012	Nov 29, 2012	93	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	WAMU INVESTMENTS, INC.	Dec 19, 2007	Jan 30, 2008	42	Firm change	Other

Relationships

Registered with (9)

→ MTC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 19, 2025 to presentfactForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 28, 2015 to Dec 8, 2023factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 20, 2023 to Dec 8, 2023factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jan 22, 2014 to Apr 7, 2015factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jul 10, 2013 to Jan 10, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 29, 2012 to Jun 25, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Aug 28, 2012factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 30, 2008 to May 2, 2009factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 26, 2007 to Dec 19, 2007factForm ADV

Dated events

Occurred
Dec 8, 2023
Advisor changed firm
Vera Jalilla Feldbusch left U.S. Bancorp Investments, Inc. for Mtc Wealth Management (registered 2025-02-19)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2023
Advisor changed firm
Vera Jalilla Feldbusch left U.S. Bancorp Advisors, Llc for U.S. Bancorp Investments, Inc. (registered 2023-07-20)
Form ADVobserved 5 days ago